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The Financial Planning Process

What is financial planning?

Financial Planning aims to give our clients objective assistance in organising their personal or corporate financial affairs to more readily achieve their financial and lifestyle goals.

This can lead to the recommendation of specific contracts or policies, eg life assurance or a personal pension, but initially it will result in the production of a plan devised specifically for each client, focussing on strategy and goals.

The financial planning process

  • First appointment

Upon appointment our first step will be to start to prepare a financial plan tailored to your particular requirements and situation.

  • Setting goals

We will spend some time talking with you to identify your goals over the short, medium and long term.  After that we will find out details about your specific circumstances, and build up a comprehensive picture of your situation which we can then analyse.

  • Action plan

This leads on to the formation of an action plan on how you can best reach your stated goals. Our report will explain the approach we have taken and why.

The next stage is to implement that plan step by step, and we will give guidance on the most suitable way to go about this, which can include recommending products available on the market at the current time.

  • Regular reviews

Progress needs to be revised at regular intervals which we will agree with you, and adjustments made as necessary, depending on changes in circumstances or your initial goals.

Griffith Smith Financial Management Limited is an appointed representative of North Laine Financial Management Ltd which is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 704336 http://www.fca.org.uk/register.

Griffith Smith Financial Management Limited Registered Address: West Wing, 47 Old Steine, Brighton, BN1 1NW. Registered in England & Wales, No. 08943379.

Neither Griffith Smith Financial Management Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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